Strategic Finance and Planning

Move from reporting numbers to shaping strategy.

Oliver Deacon

Influencing the strategic planning process

How do you shape strategy – not just report on it? Many finance professionals still find themselves stuck in the numbers while the real strategic conversations happen elsewhere.

This course shows you how to move from supporting strategy to shaping it. You’ll learn what great strategy looks like, how to spot weak plans before they fail and how to use proven tools to assess your organisation’s direction.

If you want to earn your seat at the table and influence business outcomes beyond the numbers, this course gives you the insight, language and confidence to do it.

What you'll learn

Gain a Competitive Advantage

How the world’s leading companies use different strategic models to stay ahead, and what you can learn from them.

Avoid Strategic Pitfalls

The seven deadly sins of strategy that derail businesses and how to steer clear of them.

Give Your Input

Ensure finance can contribute to strategic discussions and make your voice count in the room.

Build a Strategic Toolkit

Use six proven strategy models to evaluate your organisation’s position and identify new opportunities.

Master the Planning Process

Apply a 5-stage strategic planning model and understand how to add value at each stage.

Show Your Worth

Earn your place in strategic discussions by shifting from reporting to real influence.

Core Elements

What Makes a Good Strategy?

Understand the key ingredients of a strong strategy and how finance fits in.

The 7 Deadly Sins of Bad Strategy

Spot the most common strategy mistakes before they derail your plan.

Real-World Strategy Examples

Learn from other business' successes and failures with practical case studies from leading companies.

Strategic Toolkit: 6 Key Models

Get hands-on with six essential tools every strategic finance professional should know.

Applying the Tools to Your Organisation

Use the models to assess your own organisation and uncover areas for strategic growth.

Earning Your Seat at the Table

Learn how to engage in strategic conversations and influence decisions at the highest level.

Finance’s Role in Strategic Planning

Clarify how finance can shape strategy – not just support it.

Influencing the Executive Team

Build confidence and capability to challenge, advise and lead at the top table.

Review & Action Planning

Create a personal plan to apply what you’ve learned and take your impact further.

Course Prices

Prices

2 x 3 hours virtual. £6995 + VAT